5335 Meadows Road
Suite 240
Lake Oswego, Oregon 97035
Tel: 888-998-4796
SPRINGWATER WEALTH MANAGEMENT, LLC, formally registered with the SEC as SPRINGWATER WEALTH MANAGEMENT, LLC. The firm was established in 06/06/2014. They have over 2 offices throughout the country.
SPRINGWATER WEALTH MANAGEMENT, LLC is a Lake Oswego, Oregon based Financial Planning firm with nearly $168,700,605 assets under management, offering retirement planning & investment advisory services to 433 clients. The firm is staffed with 2 experienced financial planners.
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 167539 |
| SEC# | 801-79766 |
| Assets Managed by Firm | $168,700,605 |
| No. of Clients | 433 |
| No. of Advisors | 2 |
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 433 | $168,700,605 |
| Individuals (other than high net worth individuals) | 58 | $29,499,712 |
| High net worth individuals | 47 | $112,824,262 |
| Pension and profit sharing plans | 13 | $25,912,457 |
| Charitable organizations | Fewer than 5 clients | $464,174 |
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
| $34,385,256,113 | 126310 | 112 | |
| $25,897,235,362 | 73 | 9 | |
| $13,438,401,059 | 431 | 41 | |
| $8,394,137,837 | 4068 | 60 | |
| $6,856,132,947 | 1409 | 17 |
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